SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $276,000 | -53.0% | 4,752 | -39.4% | 0.14% | -39.6% |
| Q1 2022 | $587,000 | -10.8% | 7,839 | +95.0% | 0.22% | -6.6% |
| Q4 2021 | $658,000 | +12.5% | 4,020 | +1.8% | 0.24% | +6.6% |
| Q3 2021 | $585,000 | +3.9% | 3,949 | +2.3% | 0.23% | -0.9% |
| Q2 2021 | $563,000 | +2.2% | 3,860 | -9.1% | 0.23% | -10.6% |
| Q1 2021 | $551,000 | -22.5% | 4,246 | -23.4% | 0.26% | -34.3% |
| Q4 2020 | $711,000 | -16.9% | 5,541 | -25.5% | 0.39% | -31.6% |
| Q3 2020 | $856,000 | +7.5% | 7,437 | -5.2% | 0.57% | -11.5% |
| Q2 2020 | $796,000 | +18.6% | 7,843 | -7.0% | 0.64% | -9.3% |
| Q1 2020 | $671,000 | -20.2% | 8,429 | -7.0% | 0.71% | +10.6% |
| Q4 2019 | $841,000 | +29.6% | 9,061 | +17.2% | 0.64% | +13.3% |
| Q3 2019 | $649,000 | – | 7,729 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northern Capital Management, Inc. | 473,084 | $34,402,691 | 32.12% |
| Thrive Wealth Management, LLC | 1,234,934 | $89,804,434 | 23.89% |
| Marquette Asset Management, LLC | 1,090,081 | $79,270,700 | 18.80% |
| Financial Advisors, LLC | 922,244 | $67,065,556 | 16.60% |
| Legacy Financial Strategies, LLC | 649,549 | $49,554,130 | 15.93% |
| Fund Evaluation Group, LLC | 2,440,415 | $177,467 | 15.77% |
| Avantax Planning Partners, Inc. | 5,132,324 | $373,222,603 | 15.61% |
| Triton Wealth Management, PLLC | 310,011 | $23,179,006 | 15.59% |
| Aspen Wealth Strategies, LLC | 250,439 | $18,214,792 | 14.21% |
| HHM Wealth Advisors, LLC | 967,878 | $70,384,087 | 13.75% |